See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,075 | $60,349+22.7% | $74,183-0.1% | $62,891+17.8% |
| Participation rate | 96.4% | 72.7%+23.7pp | 76.6%+19.8pp | 69.3%+27.1pp |
| Annual return | 10.11% | 21.37%-11.3pp | 17.74%-7.6pp | 20.14%-10.0pp |
| Employer contribution / active EE | $3,802 | $1,680+126.3% | $2,370+60.4% | $2,281+66.7% |
| Participant deferral / active EE | $3,218 | $2,856+12.7% | $3,550-9.3% | $3,203+0.5% |
| Admin fee / account holder | $6,835 | $4,261+60.4% | $5,586+22.4% | $4,296+59.1% |